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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,835 | $48,011+87.1% | $63,803+40.8% | $82,637+8.7% |
| Participation rate | 25.7% | 66.6%-40.9pp | 72.7%-47.0pp | 68.1%-42.3pp |
| Annual return | 19.70% | 19.84%-0.1pp | 543.72%-524.0pp | 53.51%-33.8pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,166 | $2,846-23.9% | $3,843-43.6% | $4,126-47.5% |
| Admin fee / account holder | $794 | $3,873-79.5% | $5,196-84.7% | $7,339-89.2% |